Certified Financial Planner

LawLaw; Franklin (TN); Remote; USD 60,000 - 100,000; Full time

Job summary

An innovative legal tech startup is seeking motivated Certified Financial Advisors to join their team as independent contractors. This role offers the chance to leverage your expertise in financial planning and estate strategies to help clients protect their assets and ensure their wishes are honored. With a focus on uncapped earning potential and the flexibility to work remotely, you will be part of a dynamic team that is transforming the estate planning landscape through AI-powered solutions. If you are passionate about client service and making a difference, this opportunity is perfect for you.

Benefits

Uncapped Earning Potential

Flexible Schedule

Comprehensive Training

Ongoing Support

Dynamic Work Environment

Qualifications

• Valid CFA designation required with proven financial planning experience.
• Strong analytical, communication, and problem-solving skills are essential.

Responsibilities

• Identify and pursue new business opportunities within your territory.
• Build strong relationships with clients and provide exceptional support.

Skills

Financial Planning

Estate Planning Strategies

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Self-Motivation

Education

Certified Financial Advisor (CFA)

Job description

About LawLaw

LawLaw is an innovative legal tech startup that's revolutionizing the way people approach estate planning. Our AI-powered platform makes it easy and affordable for everyone to create legally valid wills, trusts, and other essential documents. We're passionate about empowering individuals and families to protect their future and leave a lasting legacy.

Position Overview

We're seeking experienced and motivated Certified Financial Advisors (CFAs) to join our team as independent contractors. In this role, you'll play a crucial part in expanding LawLaw's reach and providing valuable financial planning guidance to our clients. You'll have the opportunity to leverage your expertise to help clients integrate estate planning into their overall financial strategy, ensuring their assets are protected and their wishes are honored.

Responsibilities

• Identifying and pursuing new business opportunities within your territory
• Presenting our innovative AI-integrated products for business organization, marketing empowerment, and customer engagement
• Building strong relationships with clients and providing exceptional support to ensure their success
• Collaborating with our team to develop effective sales strategies and exceed revenue targets
• Staying up-to-date with industry trends and emerging technologies to effectively position our offerings

What We Offer

• Uncapped earning potential with a competitive commission structure that rewards your hard work
• The freedom and flexibility to manage your own schedule and work remotely
• Comprehensive training and ongoing support to help you succeed in your role
• The opportunity to represent groundbreaking AI solutions that are transforming how businesses operate
• A dynamic, fast-paced work environment with room for growth and advancement

Qualifications

• Valid Certified Financial Advisor (CFA) designation.
• Proven experience in financial planning, with a focus on estate planning strategies.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to build rapport and trust with clients.
• Self-motivated and entrepreneurial mindset.
• Comfortable working independently and remotely.

To Apply

Please submit your resume and a cover letter highlighting your relevant experience and interest in estate planning to [e-mail]

Join the LawLaw Team

We're looking for passionate and dedicated CFAs who are excited to make a difference in people's lives. If you're committed to providing exceptional client service and believe in the power of estate planning, we encourage you to apply!